Skip to main content

What We Offer

We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.

Wealth Management & Investment Planning

Build, manage, and preserve your wealth with a personalized investment strategy aligned to your goals.

  • Personalized portfolio construction & management
  • Asset allocation and risk management
  • Cash flow and liquidity strategies
  • Alternative investments and concentrated stock planning
  • Values-based investing
  • Performance reporting and oversight

Retirement Planning

Create a roadmap for your future with comprehensive planning designed around life's milestones.

  • Goal-based planning
  • Retirement readiness and income planning
  • Social Security and pension analysis
  • Education funding strategies
  • Major purchase and lifestyle planning
  • Budgeting and cash-flow analysis
  • Healthcare and long-term care funding strategies

Tax, Estate & Legacy Planning Strategies

Help preserve more of what you've built and create a meaningful legacy for future generations.

  • Tax-efficient investment strategies
  • Roth conversion analysis
  • Estate planning strategy coordination
  • Trust and beneficiary reviews
  • Wealth transfer strategies
  • Charitable giving and philanthropic planning
  • Family legacy and multi-generational wealth education
  • Coordination with CPAs and estate attorneys
Wealth & Investment Management (WIM) offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A. Wells Fargo Trust is a part of WIM and offers services through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.

Business Owner & Executive Planning

Specialized guidance for business owners, executives, and professionals navigating complex financial decisions.

  • Business succession and exit planning
  • Executive compensation planning
  • Retirement plans for business owners
  • Key person insurance planning
  • Deferred compensation analysis
  • Owner wealth diversification strategies

Risk Management & Family Wealth Services

Preserve your wealth, protect your family, and what matters most.

  • Life, disability, and long-term care planning
  • Insurance coverage reviews
  • Asset protection strategies
  • Personal liability assessments
  • Family wealth coordination
  • Financial education for heirs
  • Coordination of outside advisors

Life Events & Liability Management

Guidance and resources for major life changes and financial opportunities.

  • Marriage, divorce, and family planning
  • Widow and widower financial guidance
  • Inheritance and sudden wealth planning
  • Retirement transition support
  • Access to lending & banking solutions through Wells Fargo affiliates

Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.

Learn More

Estate Planning Strategies

Everyone could use an estate plan. It's not about what you own – but putting you in control. Estate planning can often be fairly simple with professional help. Sometimes it’s more complex. In either case, here's helpful information to begin thinking about your plan.

Learn More

Retirement Planning

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We'll look at your whole picture. Together, we'll prioritize your goals for the future and map out a financial course to help you achieve them.

Investment Products

Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of the selections we offer to our clients. We can discuss what might work for your situation and help you as you work toward achieving your goals.

Learn More

Insurance

You can't avoid all risks in life. Insurance can play a key role in helping preserve your assets and achieve your financial goals. 
It's all about keeping an eye on both assets and liabilities. Insurance allows you to transfer a risk from your balance sheet to an insurer's.  Find out why we recommend insurance as part of your investment plan.

Learn More

College Savings Plans

As a parent or grandparent, you're probably considering how to balance paying for college while planning for your retirement. Many families use some combination of savings, investments, borrowing, and financial aid (if available).

Learn More
Family at dock

Why Clients Work With Us

We help successful individuals, families, and business owners simplify financial complexity, preserve and grow wealth, and create a lasting legacy through comprehensive planning, disciplined investment management, thoughtful philanthropy, and trusted advice.

Contact Us

"Love People. Serve People. Add Value. Have Fun."